Finance Careers

Finance Education Series · Companion Reference

Finance
Careers

Org Charts, Roles, and What Everyone Actually Does · Version 4.11 · Complete · October 2026

A practical, organisational reference companion to the Global Economy and Capital Markets volumes — mapping exactly how the finance department is structured under the CFO across different types of firms, and what every role in it actually does at a day-to-day, practical level. 38 articles. Click any part below to jump straight there.

Part 0: The Map of Finance Part A: The CFO Role Itself Part B: Org Charts by Firm Type Part C: Role-by-Role Deep Dives Part D: How the Function Scales Part E: Capital Markets Operations and Control Part F: Operating Scenarios Part G: Finance Technology and AI Part H: Choosing Your Seat Appendix: Glossary, Sources & Figures

1. Finance Careers Guide: How to Use This Free Volume

Part 0 The Map of Finance

2. Finance Careers: The Six Worlds of Finance and Where Roles Sit

Part A The CFO Role Itself

3. What Does a CFO Do? Responsibilities by Firm Type 4. How to Become a CFO: Career Paths to the Top Finance Job

Part B Org Charts by Firm Type

5. Finance Org Chart for a Large Industrial or Consumer Company 6. Finance Org Charts at Banks, Insurers, PE and Hedge Funds 7. Finance Team Structure at SaaS Firms, Startups and Asset Managers 8. Fintech and Payments Finance Teams: What Every Firm Shares

Part C Role-by-Role Deep Dives

9. What Does a Controller Do? Role, Duties and Career Path 10. What Does a Treasurer Do? Role and Cash Management 11. FP&A: What the Head of FP&A and Head of Investor Relations Do 12. Head of Internal Audit and Tax Director: What They Do 13. Chief Risk Officer (CRO) and Head of M&A: What They Do 14. Head of Revenue Operations and Stock Plan Administration Roles 15. Chief Actuary and Head of Fund Accounting: Roles Explained 16. Chief Compliance Officer and Head of Portfolio Valuation Roles 17. Head of Regulatory Capital and Head of Investment Management

Part D How the Function Scales

18. How to Build a Finance Function: Five Stages From One Person 19. Finance Function Growth Path: Headcount and Cost by Stage

Part E Capital Markets Operations and Control

20. Trade Settlement and Reconciliation Roles in Operations 21. Corporate Actions and CASS Client Asset Safeguarding Explained 22. Collateral and Margin Management and Trade Support Roles 23. Product Control, Fund Administration and Transfer Agency Roles 24. Asset-Liability Management (ALM) and Credit Analysis Roles 25. Relationship Manager in Banking: Role, FTP and RAROC

Part F Operating Scenarios

26. Month-End Close Failure, Cash Forecast Slip and IPO Readiness 27. Revenue Recognition Issues and Control Deficiencies: Scenarios

Part G Finance Technology and AI

28. Finance Technology Stack: Where AI Belongs in Finance 29. AI in Finance: Automation Controls, Role by Role

Part H Choosing Your Seat

30. Finance Careers in India: Pathways and a Role-by-Firm Matrix 31. Day in the Life of Finance Professionals, Role by Role 32. Financial Leadership Development Program: FLDP, FMP, FMA 33. Certified Financial Planner (CFP) vs CFA vs CPA Explained

Appendix Glossary, Sources & Figures

34. Finance Careers Glossary A to L: Roles and Terms 35. Finance Careers Glossary M to W: Roles and Terms 36. Finance Careers Sources and Further Reading, Part 1 of 2 37. Finance Careers Sources and Further Reading, Part 2 of 2 38. Finance Careers Figures That Change: Volatile-Figures Register